• Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Select date

  • Purpose of visit

  • Purpose of visit

HomeSafe & DriveSafe

  • Driving behaviours

  • Notes: Review of telematics report/ conceptual speeding.

  • Effective Hazard Analysis/ Risk Assessment carried out throughout the visit?

  • Notes: could the engineer explain hazards identified and actions taken.

  • Correct use of all equipment during the visit?

  • Notes: Could the work environment have been made safer?

  • Overall Safety behaviour during visit?

  • Notes: open to sharing details of hazards, talked positively about safety, comfortable throughout visit?

Service Excellence

  • Provided demo on apps for all customers?

  • Notes: has the engineer shown the customer something new?

  • On demand set up and demonstrated for all customers?

  • Notes: Wired/ Wireless bridge used? Process followed for activation?

  • Broadband checked for all customers?

  • Notes: Set up checked to optimise speed.

  • Courtesy call offered for all customers?

  • Notes: Tailored to customer requirements?

  • Tailored customer demonstrations?

  • Notes: Level of detail/ interactive/ engaged?

  • Customer feedback- What's great for the customer and what's not?


  • Photos of job

  • Was job carried out to a level of excellence<br>

  • Notes: Customer walk through/ Dish location suitable/ cables clipped to standard/ holes sealed/ damage avoidance?


  • Coaching interventions required?

  • Notes

  • Verification, what actions and timescales have been set?

  • Performance interventions required?

  • Notes

  • Health & Wellbeing interventions required?

  • Notes or actions

Engineer feedback/ discussion notes/ Support

  • Review of Business topics?

  • Notes: Team Time attendance/ Today@Sky Briefs?

  • Specific engineer requests/ requirements?

  • Notes: What's hot for the engineer and what's not?

  • Record of Discussion

Closing visit

  • Select date

  • Team Manager

  • Employee

  • Review date & Actions

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.